Home
›
Firms
›
FOUNTAINHEAD MULTI-FAMILY OFFICE, LLC
FOUNTAINHEAD MULTI-FAMILY OFFICE, LLC
NEW CANAAN, Connecticut
·
3 registered advisors
·
CRD# 332017
SEC# 801-131066
0
917-617-7149
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at FOUNTAINHEAD MULTI-FAMILY OFFICE, LLC
3 registered advisors
Joseph Halpern
NEW CANAAN, Connecticut
CRD# 4637169
Marc Bruce Rock
NEW CANAAN, Connecticut
CRD# 2469584
Scott Isaac Friedman
NEW CANAAN, Connecticut
CRD# 2482209
05
Office Locations
NEW CANAAN, Connecticut
3 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. FOUNTAINHEAD MULTI-FAMILY OFFICE, LLC (CRD# 332017) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.